Financial Services

Our financial services processes at Michalak Insurance Agency include:

Establish your goals and objectives—We create an opening interview to assess your current financial situation and identify your concerns and priorities.

Collect and organize all relevant information—Knowing where you currently stand before determining where you need to go and how to get it is critical.

Analyze the data: We collate information to build a profile of your current situation, including reviewing your financial information and relevant documents. We will analyze this data to ensure we understand your unique situation.

Create a strategy to meet your specific requirements— Not all investors are alike, and neither should their financial plans be. We build customized systems based on our clients’ exact financial status, risk tolerance, time horizon, objectives, and goals.

Implement the recommended strategy—using the plan as a blueprint, develop an implementation schedule to understand where you are and where you want to be in the future.

Monitor and review your goals and situation: The final step in the process is a periodic review of your financial situation. We recommend assessing the need for any changes annually. Even the best financial plan must be monitored regularly to ensure you are continuing in the right direction.

If you would like us to help you with an IRA, Annuity, Variable Life Insurance, educational funding, or achieving retirement goals, contact us today!